We contest the conclusions of scholars such as Tushman and Anderson (1986), who have argued that incumbent firms are most threatened by attacking entrants when the innovation in question destroys, or does not build upon, the competence of the firm. We observe that established firms, though often at great cost, have led their industries in developing critical competence-destroying technologies, when the new technology was needed to meet existing customers' demands.
p. 199 as cited in: C.G. Sandström (2010) A revised perspective on Disruptive Innovation p. 8 - "Customer power, strategic investment, and the failure of leading firms," 1996